Parts sub-tab – Asset module

The Parts page lists the parts commonly used on work orders for the asset. Associating parts with the asset makes it easy to add estimated parts to the work order, as an option to filter for parts associated with the asset / location is available from the Inventory module lookup.

ClosedField Descriptions

The following fields are displayed in the Parts List:

  • Name — Name of part as defined in the Inventory module.

  • Quantity — The quantity of the part that is typically used.

  • Comments — Additional comments related to the part.

ClosedAdd Part

To add a part to the asset:

  1. Click the Add button.

    The inventory lookup opens, allowing you to select a part.

  2. Use the filter and search controls to identify the items you want to add.

    For instructions, see lookups.

  3. Click the inventory item you want to add. 

    The Inventory Items window appears.

  4. Enter the estimated quantity in the Qty field.

  5. Enter any comments in the Comments field.

  6. Click the Apply button.

  7. Choose between two options:

    • Click the Apply button.

      The lookup opens with the parts listed in the My Selection(s) area of the dialog box. Repeat steps 3-6 until you have added all parts records.

      Note:

      To remove a record that has been added to the My Selection(s) area in error, click the blue arrow directly to the left of the row.

    • Click the Apply / Close button.

      The Parts page opens. The module lookup closes, and the new part record is added to the Parts table.

  8. Click the Save button.

    Your changes are saved.

ClosedEdit Part

To edit a part record associated with the asset:

  1. Click the row for the part record you want to modify.

    The Parts dialog box opens.

  2. Make your changes.

  3. Click the Save button.

    Your changes are saved.

ClosedRemove Part

To remove a part record associated with the asset:

  1. Select the check box to the left of the part you want to remove.

    A check mark appears, indicating the record has been selected.

  2. Click the Remove button.

    The selected parts disappear from the sub-tab.

  3. Click the Save button.

    Your changes are saved.